Docusplit
Scan or import, parse, split, & annotate PDF & Image files natively
By Check21.com LLCDocument Generation
- Rating
- 5.0
- Reviews
- 2
- Pricing
- Paid
- From $35 per user per month
- Listed since
- 2021
About Docusplit
Easily manage all PDFs and images and save them to Salesforce records
Imagine using your usual PDF application directly in Salesforce: annotate, redact, split documents, select pages and instantly assign them to a record without ever leaving Salesforce. Save multiple page documents to a record or take a multiple page document and split it into individually saved documents.
With Docusplit, you can upload files from your computer, a scanner, or from within Salesforce. You can also upload email attachments (via Salesforce email queues), so you never have to worry about having sensitive documents saved on your local device.
Configure Docusplit to channel specific document types to their corresponding Salesforce records, streamlining the saving process. Designate dynamic naming conventions per document type to automatically generate file names. Add default or custom meta keywords to ensure all files are searchable throughout Salesforce. Manage all document rules and limitations easily.
Add and configure object fields on the Docusplit user interface to increase efficiency and automation.
Docusplit supports all TWAIN and WIA drivers.
Highlights
- Scan or import documents directly in Salesforce • Increase security & compliance (HIPAA, PCI, SOC, etc.) by never scanning and saving documents locally • Upload from Salesforce records (i.e. email queues, Force.com/Comm. Cloud, etc.), or from your PC
- Split and annotate documents in the app • Scan or upload multiple pages and easily split and save them into different Salesforce records • Annotate, highlight, markup, and redact
- Customize & Automate • Restrict certain document types from being saved to incorrect objects • Designate file names & formats with specific naming conventions per document type • Configure & execute workflow rules on "save" • Update fields on "save"
Screenshots and videos
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Pricing
Paid, from $35 per user per month.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| Docusplit | $35 per user | Monthly | 15 days |
| Docusplit | $3,500 per company | Monthly | None |
The publisher offers discounts.
Compatibility
- Requires
- Sales Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on September 30, 2021
- Languages
- English
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